On the Money with Dynamic Funds

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.

A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow.They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for retirees.

Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today.Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.

Vice President & Portfolio Manager, Frank Latshaw,explains how infrastructure is set up well for what lies ahead in this new market cycle with the potential to generate healthy total returns in the years ahead.

Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green, delve into the dynamic realm of exchange-traded funds. In this episode, they are joined by special guest Bloomberg Intelligence analyst, Eric Balchunas. Together, they examine the complexities of active versus passive ETF investing, the U.S. ETF landscape and discuss the intriguing world of Bitcoin ETFs. Tune in for valuable perspectives on the ever-evolving ETF market.

Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena dive into the intricacies of constructing a Paycheque portfolio. In this episode, they explore the unique asset classes needed for building a portfolio dedicated to generating a steady income in retirement. From the importance of alternative investments, annuities, and growth strategies, they provide valuable insights and advocate professional advice on creating an effective and sustainable Paycheque portfolio.

Chief Investment Strategist, Myles Zyblock and David De Pastena, Vice President, Portfolio Solutions, as they reflect on the intriguing twists of 2023 and share insights into what lies ahead in 2024. From the surprising rebound of large-cap tech companies to global economic trends and the potential impacts of AI, this podcast explores the key factors shaping investment strategies and the outlook for various asset classes. Additionally, they discuss the complexities of the Canadian housing market and the challenges posed by high levels of household debt in the context of rising mortgage servicing costs.

David De Pastena, vice-président des Solutions de portefeuille, se penchent sur les intrigants rebondissements de 2023 et partagent leur vision de ce que nous réserve 2024. Dans ce balado, il explorent certains facteurs clés qui orientent les stratégies de placement et les perspectives des différentes catégories d’actifs, qu’il s’agisse du rebond surprenant des sociétés technologiques à grande capitalisation, des tendances économiques mondiales ou de l’incidence potentielle de l’intelligence artificielle. De plus, il discute de la complexité du marché canadien de l’habitation et des défis liés au taux élevé d’endettement des ménages face à la hausse des coûts de remboursement des prêts hypothécaires.

Vice President & Portfolio Manager, Jennifer Stevenson, discusses the drivers behind the moves in oil prices, why we are in a much structurally stronger place for oil prices going forward and how Canadian energy companies check a lot of the right boxes.